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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
351
Strategic Wealth Partners Group
Illinois
$303K +$27.8K +303 +11%
SWA
352
Stratos Wealth Advisors
Ohio
$297K +$277K +3,020 +3,775%
Comerica Bank
353
Comerica Bank
Texas
$294K -$140K -1,530 -34%
GJIC
354
Gamble Jones Investment Counsel
California
$294K -$48.1K -524 -15%
WLPWM
355
Walled Lake Planning & Wealth Management
Illinois
$293K -$10.5K -114 -4%
BB
356
Busey Bank
Illinois
$293K
DY
357
Dowling & Yahnke
California
$292K -$96.3K -1,050 -26%
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$291K -$37.9K -413 -12%
GIA
359
Gladstone Institutional Advisory
Florida
$289K -$34.3K -374 -11%
KFI
360
Key Financial Inc
Pennsylvania
$288K
Lido Advisors
361
Lido Advisors
California
$288K
OWP
362
Obermeyer Wealth Partners
Colorado
$287K -$18.3K -200 -6%
SSI
363
Scott & Selber Inc
Texas
$287K
TC
364
TAP Consulting
Missouri
$287K +$275K +2,996 New
BWM
365
BCS Wealth Management
Tennessee
$284K -$58.7K -640 -18%
HSWM
366
Hubbell Strickland Wealth Management
Louisiana
$284K +$1.83K +20 +0.7%
BS
367
Boenning & Scattergood
Pennsylvania
$282K -$18.8K -205 -7%
W
368
WealthOne
New York
$275K +$263K +2,870 New
MFG
369
Merit Financial Group
Georgia
$274K
FA
370
FCG Advisors
New Jersey
$274K +$2.38K +26 +0.9%
OIA
371
OneDigital Investment Advisors
Kansas
$271K +$260K +2,832 New
CIBC World Market
372
CIBC World Market
Ontario, Canada
$270K -$47.2K -515 -15%
AFP
373
Ausdal Financial Partners
Iowa
$269K +$258K +2,810 New
MFW
374
Meristem Family Wealth
Minnesota
$267K
TFS
375
Thoroughbred Financial Services
Tennessee
$267K +$6.79K +74 +3%